AMM

American Money Management Portfolio holdings

AUM $599M
1-Year Est. Return 14.7%
This Quarter Est. Return
1 Year Est. Return
+14.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$3M
3
+$960K
4
NVS icon
Novartis
NVS
+$666K
5
PFE icon
Pfizer
PFE
+$483K

Top Sells

1
+$2.27M
2
+$867K
3
+$441K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$163K
5
JPM icon
JPMorgan Chase
JPM
+$127K

Sector Composition

1 Technology 18.09%
2 Financials 16.29%
3 Healthcare 13.19%
4 Consumer Discretionary 8.08%
5 Consumer Staples 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.1M 1.88%
59,079
-16,521
27
$3.1M 1.88%
32,815
-851
28
$3.08M 1.87%
17,480
+5
29
$3.08M 1.87%
45,279
-285
30
$3.07M 1.86%
27,494
+2,321
31
$2.85M 1.73%
26,996
-188
32
$2.64M 1.6%
28,781
+188
33
$2.46M 1.49%
195,050
+5,100
34
$2.37M 1.44%
97,228
+4,446
35
$2.18M 1.32%
26,096
-833
36
$1.93M 1.17%
20,320
-100
37
$1.89M 1.15%
42,204
-2,819
38
$1.75M 1.06%
98,292
-1,011
39
$1.68M 1.02%
14,311
+440
40
$1.65M 1%
15,825
+134
41
$1.45M 0.88%
13,975
+100
42
$1.34M 0.81%
24,895
43
$1.3M 0.79%
12,449
+70
44
$1.25M 0.76%
14,598
-1,275
45
$1.19M 0.72%
4,424
-606
46
$1.08M 0.66%
5,453
-205
47
$996K 0.6%
21,697
-2,102
48
$915K 0.55%
15,640
+940
49
$824K 0.5%
13,457
-229
50
$792K 0.48%
4,177
-225
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